According to Jin10, Vanda said retail investors net bought $111 million of Nvidia (NVDA.O) shares in the first half-hour after the market opened, the largest recorded retail net purchase of the stock during the opening period.

Nvidia Corp.'s $10 billion pledge tied to Anthropic PBC's planned IPO is under fresh scrutiny after Nvidia's CEO was unexpectedly ousted, according to Bloomberg. Anthropic's planned offering is described as a record IPO, and the developments highlight links between the two AI companies.

According to Jin10, the Microsoft 365 status page says Microsoft is investigating reports that users in North America are having trouble accessing or using Microsoft Teams features.

AMD shares climbed 40% from their November 5 low as Nvidia shares fell after Jensen Huang resigned following 33 years as CEO. AMD traded around $562, about 15% below its all-time high, with $600 the next key test, according to BeInCrypto. Nvidia’s board opened a probe on November 8 into Huang’s relationship with an alleged Chinese operative, and a second affair report followed three days later. CFO Colette Kress became interim CEO as the board began searching for a permanent replacement. Nvidia shares fell from $196.25 to about $160 on Thursday, an 18% drop, while AMD gained as investors shifted toward the chipmaker seen as Nvidia’s closest GPU alternative. AMD has reclaimed the 0.618 Fibonacci level at $545; the next resistance is $592, near the $600 mark and Oppenheimer’s price target. A break above could put the October record of $658 in play, while a close below $514 would invalidate the bullish setup. The article also cites a potential weakening of Nvidia’s CUDA advantage: Anthropic took about three days to bring up prompt processing for one model on AMD MI355X GPUs, compared with six to 12 months using traditional engineering. The result covered one workload, not a full migration. Risks include Nvidia earnings on November 17, its permanent CEO choice, AMD’s valuation and a drop below $514.

According to ChainCatcher citing The Block, the New York State Department of Financial Services issued advertising and marketing guidance for crypto entities it licenses or charters, requiring them to avoid misleading or deceptive content. Acting Superintendent Kaitlin Asrow said the guidance issued today reinforces the agency’s commitment to protecting New York residents and ensuring crypto marketing is clear, comprehensive and accessible. The guidance requires covered entities to establish and implement policies for marketing virtual currency products, services and activities. Materials must be accurate, supported by verifiable evidence and free of exaggerated or false claims; disclosures must be clear and identify the provider. Entities must also establish review and governance procedures, conduct due diligence on third-party promoters, and monitor misuse of their names or brands. Policies must be updated by May 10, 2027, reviewed at least annually and retained for regulatory inspection. The agency will assess compliance through examinations and ongoing supervision.

Qualcomm CEO Cristiano Amon said the recent AI-stock selloff does not apply to Qualcomm. According to Sina Finance, speaking at the Yahoo Finance 2026 Investment Summit, Amon said Qualcomm had only just entered the data center business and that “there is no AI sector pullback” for the company. Amon said the semiconductor industry faces severe shortages of wafers, substrates and packaging capacity amid strong demand. He also said expectations for the pace of computing infrastructure expansion may not match actual construction timelines, as energy projects can take longer to complete than computing equipment deliveries. Concerns that slower data center construction could disrupt major technology companies’ profits, along with fears that newly elected Democratic senators and governors could hinder AI industry expansion after a midterm-election “blue wave,” added to market anxiety. On November 5, the S&P 500 fell sharply, wiping out $3 trillion in market value; the Dow Jones Industrial Average plunged 1,280 points, its largest one-day drop since 2020; and the Nasdaq fell 4.8%. Technology stocks remained weak afterward. Qualcomm is expanding in the U.S. data center market, positioning itself as an energy-efficient alternative to Nvidia with its Dragonwing architecture and high-bandwidth computing platform for large-scale AI inference. In early September, Qualcomm disclosed that Amazon could purchase up to $60 billion of its AI data center chips and related products under a long-term agreement. Amon said markets were gradually recognizing the actual pace of construction that industry supply can support. He added that Qualcomm was approaching the market cautiously as a new entrant and had both the capacity to supply and demand for the businesses he had discussed.

Jensen Huang faces the risk of being removed from his post by the board due to a governance crisis, Nvidia's market value has evaporated by about $600 billion, and the AI ​​supply chain and on-chain market are under pressure.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on AI, DeFi, DAO, NFT, and the metaverse.

MSCI removed Strategy and Metaplanet from its index, effective after the market closed on November 30, resulting in passive selling pressure of approximately $1.59 billion. The real impact was felt in the funding flywheel.

The supply of stablecoins shrank by $14.2 billion in 30 days, the fastest contraction since June 2022, and the 200-day moving average of Bitcoin has become the last psychological defense line for the bulls.

A Menlo Ventures report shows that 89% of US corporate spending on open source models goes to Chinese companies, with Kimi accounting for 61% of that, indicating that open source is redefining the forefront.

In his internal speech at Tencent's 28th anniversary Linktime, Ma Huateng bluntly stated that the organization must adapt to the new battlefield of AI: half of the people should guard the core business, and the other half should join the new battle. They can no longer be leisurely and feel safe.

Jensen Huang's extramarital affair with his direct subordinate crossed the compliance red line for multinational corporations, and the precedents of the former CEOs of Intel and McDonald's have already shown the price to pay.

Removing Jensen Huang only requires 6 votes from the board of directors, but there is no successor among Nvidia's 33 direct subordinates. The action is fast but the structure is slow, and the market only prices the action.

Jensen Huang has been exposed for his second extramarital affair, and Nvidia's board of directors is preparing to remove him from his position. Elon Musk, Tim Sweeney, and other big names have publicly called for the shareholders to decide his future after the investigation is completed.

1KX Blockchain Revenue Report: Structural Restructuring at the $100 Billion Mark (Golden Finance) - Blockchain Revenue, its Drivers and Sources, Industry Trends and Valuation Impact